Time Accrual

Bridget, Time Accrual has been in use for a number of years, and most clients have been able to successfully force it to fir their needs--albeit some do require manual adjustments to accommodate some plans.

However, if you're just starting out, you really should consider Absence Management--which replaces Time Accrual in the 8.1/9.0 applications. It has the functionality that clients have have been complaining about being missing from Time Accrual. What app version are you on, and/or are you moving to 9.0 apps?

Thanks for the quick response. We have been using TA for about a year now and our payroll folks are continuing to have a difficult time managing. Each Lawson consultant that we've had has given them different instructions. It appears that there isn't a good understanding of it on their side either. I'm not sure if it is a Lawson issue or a procedural issue. They keep telling me it's Lawson. We are trying to get approval for Absence Management, but for now we need to stick with TA. We are on version 8.03 and look to upgrade to 9.0 in 2007 sometime.

Yes we are having problems with balances in our TA (8.0.2x) and found out these are caused by employees switching to different plans within the year. I have to observed and follow the whole payroll cycle just to make sure and learn how transactions are updated to different history(summary) tables from TA190 to creation of PMTOUT in PR160 to closing TA198/199 and PR199. I have to write a new program to recreate the PMTOUT file with correct vacation balances(not to mention different YTD amounts that are missing in the original pmtout).Here's what I did for vacation balances: note: here's my WS fields - BEG-BAL YTD-EARNED YTD-TAKEN END-BAL CURR-EARNED TOT-ELIG TOT-ACCR TOT-USED TOT-LOST

1. Get employee's EMTAMASTR record and get the latest PLAN-NAME(don't even bother to get the balance hours.
2. Get EMTATRNSUM records where YEAR = YEAR (CHECK-DATE(1:4) of pmtout).
If the PLAN-NAME = PLAN-NAME(in EMTAMASTR) then move END-ELIG-HRS to
END-BAL(note this is the only field that is always correct). Add YTD-ACCR-HRS to TOT-ACCR, YTD-ELIG-HRS to TOT-ELIG, HRS-USED to TOT-USED and LOST-ELIG-HRS to TOT-LOST........now here's the formula for the buckets

YTD-EARNED = TOT-ACCR + TOT-LOST
YTD-TAKEN = TOT-USED - (TOT-ELIG - TOT-ACCR)

3. Get the current pay period accruals from EMTATRANS where CHECK-ID = CHECK-ID of pmtout.

IF STATUS = 2
IF TYPE = A or LE or MA
ADD HOURS TO YTD-EARNED
ADD HOURS TO END-BAL
IF DATE >= PER-BEG-DATE OF PMTOUT
ADD HOURS TO CURR-EARNED

IF STATUS = 2 AND DATE >= PER-BEG-DATE(PMTOUT)
IF TYPE = ME
SUBTRACT HOURS FROM YTD-TAKEN
ADD HOURS TO END-BAL

IF STATUS = 2
IF TYPE = U
ADD HOURS TO YTD-TAKEN
SUBTRACT HOURS FROM END-BAL

here's the formula to get the beginning balance.

BEG-BAL = END-BAL + YTD-TAKEN - YTD-EARNED

Hope this method helps you in your problem.